Lead Specialist, Core Performance & FI Analytics

Factset; Mumbai; On-site; INR 1,800,000 - 2,400,000; Full time

Benefits offered by this job

Health insurance

Flexible work accommodations

Employee stock purchase program

Job summary

FactSet Mumbai is seeking a Lead Specialist, Core Performance and FI Analytics, Managed Services to join our Buyside Client Services team. You will bridge investment and software, becoming a subject matter expert in performance analytics.

In this role you will work with client representatives, sales, product specialists and engineers to analyze client portfolios, ensure data quality, and deliver actionable insights. 3+ years in finance and strong English are required; CFA/FRM is a plus.

Qualifications

• University degree in Finance, Economics or related discipline.
• 3+ years of relevant experience required.
• Fluent English verbal and excellent written communication skills.
• Knowledge of financial instruments pricing and derivatives is essential.

Responsibilities

• Handle multiple Client Services projects independently.
• Conduct advanced portfolio performance or risk analysis to assess returns and risk measures.
• Collaborate with stakeholders including clients, sales, product specialists and engineers.
• Analyze and solve complex client portfolio, data, and workflow issues.
• Mentor and support the Managed Services Operations teams.

Skills

Financial instruments pricing

Python

Data science

Client relationship management

English communication

Education

Finance/Economics degree

Job description

FactSet Overview

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

Department Brief

Middle office teams amongst investment companies are stretched between day-to-day operation tasks and new requests for business development, with situation intensified by growing complexity of financial markets. Now more than ever, these teams are seeking ways to outsource the integration and maintenance for maximized operational efficiency. With FactSet’s Managed Services, built on the power of our cutting-edge, proprietary middle office solutions, customers can rely on our expertise to confidently navigate complex workflows, ensure data quality, and gain timely access to actionable information. Partnering with FactSet shifts the total cost of ownership over to FactSet, whilst giving clients focused resources on core business development functions.

PROCESS BRIEF

We are looking for a Lead Specialist, Core Performance and FI Analytics, Managed Services to join our Buyside Client Services team in Mumbai – an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to become a subject matter expert in FactSet’s Performance and FI Analytics products and solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers.

Key Responsibilities and Tasks

• Effectively handle multiple tasks or Client Services projects independently.
• Responsibilities include conducting advanced portfolio performance or risk result analysis to assess the different sources of portfolio returns and/or various risk measures, incident management, client service and service delivery.
• Develop and maintain up-to-date knowledge of the asset management industry, current market trends and economic factors for maintaining a competitive edge over the execution and delivery of creative solutions & strategies.
• Actively participate and contribute to best-practices initiatives and product/workflow enhancements for Client Services by obtaining an excellent grasp of the product functionalities and methodologies as well as industry-specific principles and best practices.
• Close collaboration with middle and front office of our clients – institutional asset managers, wealth managers and asset owners.
• Analyze and solve complex business issues related to clients’ investment portfolios, financial data, analytics, and workflows.
• Strong aptitude for understanding and gathering requirements to address client‑specific business needs efficiently.
• Assist and support the smooth execution of clients’ production processes and workflows.
• Collaborating, mentoring, training, supporting, and acting as escalation for the RCS Customer Success or Managed Services Operations teams and other client teams at FactSet.

Required Skills

• University degree in Finance, Economics or related industry discipline.
• 3+ years of relevant experience required.
• Fluent English verbal and excellent written communication skills.
• Strong knowledge of financial instruments pricing, including standard stock and bond assets, as well as derivative products such as options, futures, swaps (e.g., CDS, IRS, TRS), and structured products.
• Participation in the CFA Program or FRM Program is an added advantage.
• Python and data science skills would be considered a plus.
• Ability to build strong, trusting relationships with FactSet clients and internal stakeholders.
• Flexibility/Adaptability/Managing Multiple Priorities.
• Excellent interpersonal skills with a strong sense of initiative, team player.
• Strong analytical and critical thinking abilities.

Beneficial Skills

• Financial background in the Asset Management industry.
• Genuine interest in capital markets and portfolio management.
• Experience with Risk Management.
• Interest and affinity to work with software, data and analytics.
• Financial instruments pricing knowledge, including standard Stock and Bonds assets as well as derivative products such as Options, Futures, Swaps (e.g. CDS, IRS, TRS), Structured Products, etc.

What's In It For You

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start‑up.
• Support for your total well‑being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
• Learn more about our benefits here.

Company Overview

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy‑side and sell‑side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next‑generation workflow solutions, and client‑centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

We understand the importance of connections, which is why we have launched an external referral pilot program in the United States. If you are a partner, customer, or vendor; you are now able to refer top talent for a monetary reward. Please note some exclusions may apply*.